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January 23, 2020

EIA expects net natural gas exports to double by 2021… EIA

From the EIA’s Today in Energy, here: ”...the U.S. Energy Information Administration (EIA) forecasts that U.S. natural gas exports will exceed

Category iconCommodity Research

January 23, 2020

Rhodium prices surge… WSJ

Joe Wallace, Wall Street Journal, has a nice piece on rhodium, here... “The price of rhodium, a precious metal that strips pollutants out of

Category iconCommodity Research

January 22, 2020

Hedge fund money flows… BarclayHedge via WSJ

Money moved out of hedge funds in 2019... Here are some graphics from BarclayHedge via The Wall Street Journal:  

Category iconCommodity Research

January 20, 2020

700 years of interest rates… Quartz

And I think my chart of implied vol for oil going back to 1986 is long term... Here is a chart from Quartz:

Category iconCommodity Research

January 20, 2020

Comparing supply/demand estimates for oil… Bloomberg

Julian Lee looks at the big three (OPEC, IEA, EIA) monthly oil reports, here... “OPEC’s latest forecast shows global oil inventories falling at an

Category iconCommodity Research

January 19, 2020

Periodic table of commodity returns… Visual Capitalist

I look forward to this chart every year, from The Visual Capitalist, here..

Category iconCommodity Research

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